HIIIX Mutual Fund

HIIIX Mutual Fund

NAV$4.09
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Returns Overview

1 Month
+0.16%
3 Months
+5.98%
6 Months
+3.65%
YTD
+3.14%
1 Year
+15.88%
3 Years (annualized)
+13.12%
5 Years (annualized)
+5.77%
10 Years (annualized)
+7.90%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HIIIX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
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📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
BofA Merrill Lynch US Cash Pay High Yield Index
This Mutual Fund (YTD)
+3.14%
Peer Avg (YTD)
+3.23%
vs Peers
-0.08%

HIIIX Mutual Fund Performance

HIIIX performance across multiple time periods: 1-month 0.16%, YTD 3.14%, 1-year 15.88%, 3-year 13.12%, 5-year 5.77%, 10-year 7.90%.

HIIIX returns trail the peer average of 3.23% YTD. With an expense ratio of 1.24%, investors should weigh costs against performance when evaluating this mutual fund.

HIIIX performance comparison shows side-by-side returns with another fund. HIIIX alternatives are available in the Mutual Fund Screener.